- Investment ManagementWe do share your information with third parties who assist us in providing services to your account, such as brokers and custodians. Certain companies that provide operational services to our business, such as IT providers and portfolio management software providers, also have access to your account information. Last, we share your information when necessary to meet our regulatory obligations or when legally required to do so. Anytimeweshareyourinformation, we make every effort to ensure that the recipient is obligated to safeguard your information, has appropriate data security measures in place, will use the information only for the intended purpose, and will abide by all applicable laws.
- Mutual FundsIn constructing portfolios, experience matters and differentiates. At Staley Capital, we offer senior-level investment experience across the board. Our eight-person investment team’s designations include five MBA’s, five Chartered Financial Analysts, and one Certified Financial Planner. Seven members each bring over twenty-five years of capital markets experience to our process, including formerly managing both equity and fixed income mutual funds.
- Wealth ManagementDean earned a BS degree, majoring in economics, from Cornell University and an MBA in finance from the Katz Graduate School of Business at the University of Pittsburgh. He served from June 2013 through February 2018 as a founding partner and Chief Investment Officer of Shorebridge Wealth Management and Registered Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. He was a Portfolio Manager and Research Analyst at Federated Investors, Inc. from 1994 to 2013. Dean is currently a Director and Treasurer for the Western Pennsylvania School for the Deaf. Dean and his wife, Katie, have three children. Dean is a former pro basketball player and a long-time youth basketball coach.
- Accounting Services
- Asset ManagementMost recently, Natalie served as the Chief Compliance Officer and Chief Operating Officer at 13D Management LLC, a registered investment advisor in New York, NY. Prior to 13D, she held compliance positions at Deutsche Bank, Blackstone Alternative Asset Management and MetLife. Natalie earned a B.A. in Economics from Allegheny College. She enjoys running, dogs, and painting.